Nov 17, 2025
It’s the end of the year. Are you up on the latest rule changes?
Are you ready for the questions that will be pouring in? Will your answers inspire consumer confidence or consternation? Join this instructive session to learn the hottest issues, expand your competence, increase customer loyalty, and ensure program accuracy.
November 17, 2025
11:00am - 12:30pm EST
The IRA rules are always changing, and the IRA world has really been socked hard the last few years. Unfortunately (or fortunately), that won’t slow down anytime soon. Rule changes, although challenging, can necessitate valid, relevant accountholder touchpoints, opportunities for endearing your customers to your organization, resulting in increased loyalty if handled well. This webinar will provide a legislative and regulatory review, and cover the most recent, relevant pronouncements affecting your operations and accountholders. The year-end statements and reports that must be prepared and sent, January through May, will also be reviewed.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
Loni Porta
Convergent Retirement Plan Solutions, LLC
Loni Porta is the director of education at Convergent Retirement Plan Solutions and has been with the company since 2004. An industry leader in IRA, HSA, and retirement plan education, Loni plans, budgets for, and builds training and education products and solutions for financial organizations nationwide. An avid student of learning styles and adult learning principles, Loni incorporates her skills into Convergent’s training and education products and services.
She attended North Dakota State University in Fargo, ND, and came to Convergent after her tenure at Universal Pensions, Inc. (UPI), a nationally recognized retirement consulting and training firm in Minnesota. While at UPI, Loni helped design the industry’s first IRA-specific designation program (the American Bankers Association's Certified IRA Services Professional (CISP) program) and NAFCU’s Certified IRA Professional program.
WHO SHOULD ATTEND?
This critical webinar is targeted toward those handling escalations and interfacing with internal legal and compliance staff. It is a must for anyone involved in creating and generating IRA owner statements and reports and preparing IRS reporting files, whether done internally or by outside reporting agencies. It’s helpful for those processing IRA owner distributions to help minimize internal mistakes surrounding IRA withholding. Those fielding questions and/or initiating transactions resulting from face-to-face interactions with IRA owners will also benefit.
TAKE-AWAY TOOLKIT
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
Live Webinar - $255
On-Demand Webinar - $255
Live + On-Demand - $375
Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.
**100% surcharge applied to non-members.
Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank